CIK 1666363
Venturi Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
582
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 582
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GWW | Grainger W W Inc Com | 2K | $1M+ | SH |
| LRCX | Lam Research Corp | 9K | $1M+ | SH |
| CMI | Cummins Inc | 3K | $1M+ | SH |
| PLTR | Palantir | 9K | $1M+ | SH |
| SHOP | Shopify Inc Com NPV | 9K | $1M+ | SH |
| ACWI | iShares TR MSCI Acwi (etf) | 10K | $1M+ | SH |
| ABT | Abbott Laboratories | 11K | $1M+ | SH |
| NFLX | Netflix Inc | 15K | $1M+ | SH |
| CSCO | Cisco Systems | 18K | $1M+ | SH |
| EFG | iShares TR EAFE (GRWTH Etf) | 12K | $1M+ | SH |
| LHX | L3harris | 5K | $1M+ | SH |
| TLH | iShares TR 10-20 YR (TRS Etf) | 13K | $1M+ | SH |
| IYW | iShares Trust DJ US (technology) | 7K | $1M+ | SH |
| GLD | SPDR Gold TR Gold (SHS) | 3K | $1M+ | SH |
| NLR | Vaneck ETF Trust (uranium And Nucl) | 10K | $1M+ | SH |
| EMXC | iShares MSCI Emr MRK (ex Chna) | 18K | $1M+ | SH |
| VTI | Vanguard Index FDS (vanguard Total STK MKT Etf) | 4K | $1M+ | SH |
| ANET | Arista Networks Inc | 10K | $1M+ | SH |
| MA | Mastercard | 2K | $1M+ | SH |
| NEE | Nextera Energy Inc | 15K | $1M+ | SH |
| MGC | Vanguard Mega Cap (index Fund) | 5K | $1M+ | SH |
| HOOD | Robinhood MKTS Inc | 11K | $1M+ | SH |
| ADI | Analog Devices Inc | 4K | $1M+ | SH |
| HCA | Hca Healthcare Inc | 3K | $1M+ | SH |
| MCK | Mckesson Corp | 1K | $1M+ | SH |
| KNSL | Kinsale Cap Group | 3K | $1M+ | SH |
| JNJ | Johnson & Johnson | 6K | $1M+ | SH |
| JMST | J P Morgan Exchange (traded FD Ultra SHT Muncpl) | 23K | $1M+ | SH |
| CAT | Caterpillar | 2K | $1M+ | SH |
| MBB | iShares TR MBS ETF | 12K | $1M+ | SH |
| INTU | Intuit Inc | 2K | $1M+ | SH |
| BLK | BlackRock Funding, Inc. CMN | 1K | $1M+ | SH |
| IWR | iShares TR Rus Mid (cap Etf) | 12K | $1M+ | SH |
| MKL | Markel Group Inc Com | 516 | $1M+ | SH |
| SPSM | SPDR Portfolio S&P (600 Small Cap Etf) | 23K | $1M+ | SH |
| OEF | iShares S&P 100 (index Fund) | 3K | $1M+ | SH |
| LOW | Lowes Companies Inc | 4K | $1M+ | SH |
| ATO | Atmos Energy Corp | 6K | $1M+ | SH |
| ADP | Automatic Data | 4K | $1M+ | SH |
| EMB | iShares TR JP Mor Em (MK Etf) | 10K | $500K+ | SH |
| IAU | iShares Gold TR (ishares New Isin #us4642852044 Sedol #BKP74N6) | 12K | $500K+ | SH |
| MTUM | iShares TR MSCI USA (mmentm) | 4K | $500K+ | SH |
| SPYG | SPDR Portfolio S&P (500 Growth Etf) | 9K | $500K+ | SH |
| GS | Goldman Sachs Group | 1K | $500K+ | SH |
| WMB | Williams Cos Inc Com | 16K | $500K+ | SH |
| MAIN | Main STR Cap Corp (com) | 16K | $500K+ | SH |
| NUV | Nuveen Municipal (value Fund Inc) | 100K | $500K+ | SH |
| PG | Procter & Gamble | 6K | $500K+ | SH |
| APH | Amphenol Corp Class | 7K | $500K+ | SH |
| MMM | 3M | 6K | $500K+ | SH |